-64.8%
AVTR vs LNT
+30.4%
-95.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -2.0% | -1.1% | -0.9% | -1.8% |
| 30D | +8.1% | -1.9% | +10.0% | +8.5% |
| 3M | +54.2% | -7.2% | +61.4% | +56.8% |
| 6M | +82.6% | -3.9% | +86.5% | +83.3% |
| YTD | +29.8% | +5.9% | +24.0% | +26.3% |
| 1Y | +18.0% | +8.4% | +9.6% | +13.7% |
| 3Y | -26.4% | +46.6% | -73.0% | -36.6% |
| 5Y | -64.8% | +32.4% | -97.3% | -68.2% |
| All | -64.8% | +30.4% | -95.3% | -68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling